Financial Solutions Advisor: Craft Bespoke Financial Plans
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-09-03
Listing for:
Bank of America
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in the United States is seeking a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to partners based on client needs and asset thresholds, and meet with clients to review goals.
You will build financial plans, recommend brokerage products, and complete required licenses and trainings under SAFE Act rules.
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